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Bellwether Investment Group’s NNN REIT NNN Stock Holding History

Bellwether Investment Group’s Portfolio NNN Stock Details NNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,500
Closed -$66K – 893
2016
Q4 		$66K Buy
+1,500
New +$66.2K 0.06% 235
2016
Q2 		$78K Buy
+1,500
New +$69.5K 0.09% 195

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Bellwether Investment Group's NNN Position: Q1 2017 in Review

Bellwether Investment Group sold out of NNN REIT (NNN) in Q1 2017, closing a stake of 1,500 shares — an estimated $66K sold.

Bellwether Investment Group first reported a position in NNN in Q2 2016 and held it in 2 quarters. The position peaked at $78K in Q2 2016. 343 funds tracked by Wall St. Rank hold NNN as of Q1 2017.

  • Bellwether Investment Group reported no remaining NNN REIT position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,500 NNN REIT shares in Q1 2017, an estimated $66K.
  • Bellwether Investment Group first reported a position in NNN REIT in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's NNN REIT position peaked at $78K in Q2 2016.
  • 343 funds tracked by Wall St. Rank held NNN REIT as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.